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Amicorp Wealth Services
Filed as AMICORP WEALTH SERVICES · Legal name Amicorp Wealth Services LLC
Amicorp Wealth Services is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Amicorp Wealth Services compensated?
On its Form ADV (Item 5.E, October 2026), Amicorp Wealth Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.
Where is Amicorp Wealth Services located?
Amicorp Wealth Services' principal office is in Miami, FL, according to its Form ADV.
Is Amicorp Wealth Services registered with the SEC or a state?
Amicorp Wealth Services is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319247.
How much does Amicorp Wealth Services manage?
Amicorp Wealth Services reports $188,503,783 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (10% discretionary).
How have Amicorp Wealth Services' assets and staff changed since 2022?
In the Form ADV data for Amicorp Wealth Services: Regulatory assets under management: $103,700,000 in the October 2022 data and $188,503,783 in the October 2026 data, up 82%. Total employees: 1 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Amicorp Wealth Services serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (9); individuals (other than high net worth individuals) (2); banking or thrift institutions (2).
Which custodians does Amicorp Wealth Services use?
Amicorp Wealth Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley, NPB, Stonex Financial Inc. and Wedbush Securities Inc. as custodians holding 10% or more of its separately managed account assets.
Does Amicorp Wealth Services report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319247
Does Amicorp Wealth Services state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Our cumulative minimum account is $500,000.00, however, based on various facts and circumstances, the advisor may, at its sole discretion, accept accounts of lower value."
What changed in Amicorp Wealth Services' recent Form ADV filings?
In the December 2025 filing data: Regulatory assets under management went from $21,404,465 to $172,439,345 (+706%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our cumulative minimum account is $500,000.00, however, based on various facts and circumstances, the advisor may, at its sole discretion, accept accounts of lower value.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$188,503,783 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Amicorp Wealth Services LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $188,503,783 | 3 | March 24, 2026 |
| October 2025 | $21,404,465 | 3 | April 2, 2025 |
| October 2024 | $119,186,931 | 1 | June 7, 2024 |
| October 2023 | $103,700,000 | 1 | March 27, 2023 |
| October 2022 | $103,700,000 | 1 | September 8, 2022 |
Regulatory assets under management: $103,700,000 in the October 2022 data and $188,503,783 in the October 2026 data, up 82%.
Total employees: 1 in October 2022 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Regulatory assets under management went from $21,404,465 to $172,439,345 (+706%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Amicorp Wealth Services (CRD 319247): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/amicorp-wealth-services-miami-fl-319247